Have a great macro trade idea for Alf and Brent to discuss on the show? Send your trade idea here: TMTF Trade Of The Week
Alf and Brent discuss the vicious momentum unwind which took down precious metals and various speculative stock market sectors: what should we expect now? The duo also discusses the upcoming US CPI, and take a step back to assess the bi ... Show More
Jun 2025
Markets Brace for Tariffs and Look to AI for Relief
Jeremy Siegel, Wharton Emeritus Professor of Finance and Senior Economist at WisdomTree, discusses how markets are reacting to global instability, the possibility of renewed tariffs, and the Federal Reserve’s stance on interest rates, while highlighting how artificial intelligenc ... Show More
9m 44s
Oct 2024
Talking Heads – What's in the mix for yields of US Treasuries?
Cedric Scholtes, Head of Sovereign Bonds, Inflation & Rates talks with Daniel Morris, Chief Market Strategist, about the factors that have led to the recent rise in yields of US Treasuries and what may happen next. At a time of multiple possible paths for US policy rates they di ... Show More
12m 47s
Aug 2024
The Fed Makes Its Biggest Mistake Yet - Ep 976
<p>Market Turmoil, Political Drama, and Economic Forecasts</p><p>Peter delves into a tumultuous week in the markets and politics. He covers key events including Jerome Powell's Jackson Hole speech and its implications for interest rate cuts, the Democratic National Convention ... Show More
55m 3s
Mar 2025
The Trading Floor: Breaking Down the Latest Sell-Off in Markets
Markets just took a hit, why? In this episode, Anthony and Piers break down the latest global market sell-off, unpacking the forces at play. From fresh tariff announcements and critical CPI data to technical market trends and Trump’s strategic economic moves, they dissect what’s ... Show More
32m 48s